Insights

Should You Use 529 Plan Funds on K-12 Education?

Jul 19, 2018

Federal law says you can, but you may want to think twice about it. Provided by Tim Flick, CFP® When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles known as 529 college...

The Pros & Cons of Roth IRA Conversions

May 1, 2018

What are the potential benefits? What are the drawbacks? Provided by Tim Flick, CFP® If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all. Why go Roth? There is...

Train Up a Child

Sep 8, 2016

Three Ideas: Guiding a Child to Wise Financial Choices. By Tim Flick, CFP® Everyone seems to agree that financial education for children is important. The lack of training can be obvious and the benefits are numerous. Some of the significant byproducts of training...

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